View ValuationCohu 향후 성장Future 기준 점검 4/6Cohu은 연간 수입과 매출이 각각 107.4%와 17.2% 증가할 것으로 예상되고 EPS는 연간 105.7%만큼 증가할 것으로 예상됩니다.핵심 정보107.4%이익 성장률105.71%EPS 성장률Semiconductor 이익 성장30.4%매출 성장률17.2%향후 자기자본이익률n/a애널리스트 커버리지Good마지막 업데이트01 May 2026최근 향후 성장 업데이트공시 • May 03Cohu, Inc. Provides Earnings Guidance for the Second Quarter 2026Cohu, Inc. provided earnings guidance for the second quarter 2026. Company expects second quarter 2026 sales to be in a range of $144 million +/- $7 million.공시 • Feb 13Cohu, Inc. Provides Earnings Guidance for the First Quarter 2026Cohu, Inc. provided earnings guidance for the first quarter 2026. For the year, the company expects first quarter 2026 sales to be in a range of $122 million +/- $7 million.공시 • Oct 30Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2025Cohu, Inc. provided sales guidance for the fourth quarter of 2025. The company expects fourth quarter 2025 sales to be in a range of $122 million +/- $7 million.공시 • Aug 01Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2025Cohu, Inc. provided sales guidance for the third quarter of 2025. For the period, the company expects sales to be in a range of $125 million +/- $7 million.공시 • May 02Cohu, Inc. Provides Sales Guidance for the Second Quarter of 2025Cohu, Inc. provided sales guidance for the second quarter of 2025. For the period, the company expected sales to be in a range of $106 million +/- $7 million.공시 • Feb 15Cohu, Inc. Provides Earnings Guidance for the First Quarter 2025Cohu, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects sales to be in a range of $97 million +/- $7 million.모든 업데이트 보기Recent updatesBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Karen Rapp was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • May 03Cohu, Inc. Provides Earnings Guidance for the Second Quarter 2026Cohu, Inc. provided earnings guidance for the second quarter 2026. Company expects second quarter 2026 sales to be in a range of $144 million +/- $7 million.공시 • Apr 17Cohu, Inc. to Report Q1, 2026 Results on Apr 30, 2026Cohu, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026공시 • Apr 02Cohu Announces $30 Million Follow-On Orders for Eclipse Platform with Active Thermal Control for High-Performance Computing Processor TestingCohu, Inc. announced that two customers have placed follow-on orders totaling $30 million for the Eclipse platform configured with active thermal control for testing of next generation high-performance computing (HPC) processors. The orders, which are expected to be delivered over the next couple of quarters, expand Cohu’s presence in the fast-growing HPC market and reflect rising demand for scalable, high performance test solutions as processor complexity, power density and thermal constraints continue to increase. Within these follow-on orders, one customer is subscribing to Cohu’s PAICe Prescriptive software analytics – worth a potential of $330 thousand in annual subscription fees – to help drive higher overall equipment efficiency (OEE) in production at its outsourced semiconductor assembly and test (OSAT) partner. PAICe Prescriptive continuously analyzes equipment signals and behavior patterns to predict issues before they impact production and provides guided repair recommendations to reduce troubleshooting time, improve productivity and lower mean time to repair (MTTR).공시 • Mar 24Cohu, Inc., Annual General Meeting, May 15, 2026Cohu, Inc., Annual General Meeting, May 15, 2026.공시 • Feb 13Cohu, Inc. Provides Earnings Guidance for the First Quarter 2026Cohu, Inc. provided earnings guidance for the first quarter 2026. For the year, the company expects first quarter 2026 sales to be in a range of $122 million +/- $7 million.공시 • Feb 05Cohu, Inc. to Report Q4, 2025 Results on Feb 12, 2026Cohu, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026공시 • Oct 30Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2025Cohu, Inc. provided sales guidance for the fourth quarter of 2025. The company expects fourth quarter 2025 sales to be in a range of $122 million +/- $7 million.공시 • Oct 17Cohu, Inc. to Report Q3, 2025 Results on Oct 29, 2025Cohu, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 29, 2025공시 • Aug 01Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2025Cohu, Inc. provided sales guidance for the third quarter of 2025. For the period, the company expects sales to be in a range of $125 million +/- $7 million.공시 • Jul 18Cohu, Inc. to Report Q2, 2025 Results on Jul 31, 2025Cohu, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2025공시 • May 02Cohu, Inc. Provides Sales Guidance for the Second Quarter of 2025Cohu, Inc. provided sales guidance for the second quarter of 2025. For the period, the company expected sales to be in a range of $106 million +/- $7 million.공시 • Apr 18Cohu, Inc. to Report Q1, 2025 Results on May 01, 2025Cohu, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 01, 2025공시 • Apr 04Cohu, Inc., Annual General Meeting, May 16, 2025Cohu, Inc., Annual General Meeting, May 16, 2025.공시 • Feb 15Cohu, Inc. Provides Earnings Guidance for the First Quarter 2025Cohu, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects sales to be in a range of $97 million +/- $7 million.공시 • Feb 11Cohu, Inc. to Report Q4, 2024 Results on Feb 13, 2025Cohu, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 13, 2025공시 • Jan 09Cohu, Inc. (NasdaqGS:COHU) completed the acquisition of Tignis, Inc.Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc. on December 16, 2024. The acquisition will be funded with cash on hand. The transaction is expected to close in January 2025. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor to Cohu, Inc. Cohu, Inc. (NasdaqGS:COHU) completed the acquisition of Tignis, Inc. on January 7, 2025.공시 • Dec 17Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc.Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc. on December 16, 2024. The acquisition will be funded with cash on hand. The transaction is expected to close in January 2025.Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.39 loss per share (vs US$0.082 profit in 3Q 2023)Third quarter 2024 results: US$0.39 loss per share (down from US$0.082 profit in 3Q 2023). Revenue: US$95.3m (down 37% from 3Q 2023). Net loss: US$18.1m (down US$22.0m from profit in 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.공시 • Oct 18Cohu, Inc. to Report Q3, 2024 Results on Oct 31, 2024Cohu, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2024Reported Earnings • Aug 02Second quarter 2024 earnings released: US$0.34 loss per share (vs US$0.22 profit in 2Q 2023)Second quarter 2024 results: US$0.34 loss per share (down from US$0.22 profit in 2Q 2023). Revenue: US$104.7m (down 38% from 2Q 2023). Net loss: US$15.8m (down 249% from profit in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.공시 • Jul 17Cohu, Inc. to Report Q2, 2024 Results on Jul 31, 2024Cohu, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2024Recent Insider Transactions • May 15Lead Independent Director recently sold €215k worth of stockOn the 10th of May, Steven Bilodeau sold around 8k shares on-market at roughly €27.00 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €744k more than they bought in the last 12 months.Reported Earnings • May 03First quarter 2024 earnings released: US$0.31 loss per share (vs US$0.33 profit in 1Q 2023)First quarter 2024 results: US$0.31 loss per share (down from US$0.33 profit in 1Q 2023). Revenue: US$107.6m (down 40% from 1Q 2023). Net loss: US$14.6m (down 193% from profit in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Apr 26Now 20% overvaluedOver the last 90 days, the stock has fallen 8.9% to €28.60. The fair value is estimated to be €23.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.공시 • Apr 23Cohu, Inc., Annual General Meeting, Jun 05, 2024Cohu, Inc., Annual General Meeting, Jun 05, 2024, at 13:00 Pacific Standard Time. Agenda: To consider election of three; Class 2 directors, for a term of three years each; to consider advisory vote to approve our Named Executive Officer compensation, or Say-on-Pay; to approve an amendment to our Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of Officers; to consider ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for fiscal year 2024; and to consider transaction of other business as may properly come before the annual meeting.공시 • Apr 20Cohu, Inc. to Report Q1, 2024 Results on May 02, 2024Cohu, Inc. announced that they will report Q1, 2024 results at 1:00 PM, Pacific Standard Time on May 02, 2024Buy Or Sell Opportunity • Apr 10Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €30.20. The fair value is estimated to be €24.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.Buy Or Sell Opportunity • Mar 22Now 21% overvaluedOver the last 90 days, the stock has fallen 9.1% to €29.00. The fair value is estimated to be €23.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.Buy Or Sell Opportunity • Feb 24Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €29.80. The fair value is estimated to be €24.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.New Risk • Feb 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (4.4% net profit margin).Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.59 (vs US$2.01 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$2.01 in FY 2022). Revenue: US$636.3m (down 22% from FY 2022). Net income: US$28.2m (down 71% from FY 2022). Profit margin: 4.4% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.New Risk • Jan 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 22% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 22% per year for the foreseeable future. Minor Risks Profit margins are more than 30% lower than last year (7.5% net profit margin). Profit margins are more than 30% lower than last year (7.5% net profit margin).공시 • Jan 29Cohu, Inc. Provides Revenue Guidance for the Fourth Quarter 2023 and First Quarter 2024Cohu, Inc. provided revenue guidance for the fourth quarter 2023 and first quarter 2024. For the fourth quarter 2023, company expects revenue in-line with guidance at approximately $137 million.For the first quarter 2024, company expects revenue to be approximately 20% lower than fourth quarter 2023.공시 • Nov 03Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2023Cohu, Inc. provided sales guidance for the fourth quarter of 2023. The company expects third quarter 2023 sales to be in a range of $136 million +/- $6 million.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.082 (vs US$0.52 in 3Q 2022)Third quarter 2023 results: EPS: US$0.082 (down from US$0.52 in 3Q 2022). Revenue: US$150.8m (down 27% from 3Q 2022). Net income: US$3.92m (down 84% from 3Q 2022). Profit margin: 2.6% (down from 12% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Oct 20Cohu, Inc. to Report Q3, 2023 Results on Nov 02, 2023Cohu, Inc. announced that they will report Q3, 2023 results at 4:00 PM, Eastern Standard Time on Nov 02, 2023New Risk • Aug 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€923k sold).공시 • Aug 04Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2023Cohu, Inc. provided sales guidance for the third quarter of 2023. The company expects third quarter 2023 sales to be approximately $150 million.Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$0.22 (vs US$0.59 in 2Q 2022)Second quarter 2023 results: EPS: US$0.22 (down from US$0.59 in 2Q 2022). Revenue: US$168.9m (down 22% from 2Q 2022). Net income: US$10.6m (down 63% from 2Q 2022). Profit margin: 6.3% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.공시 • Jul 23Cohu, Inc. to Report Q2, 2023 Results on Aug 03, 2023Cohu, Inc. announced that they will report Q2, 2023 results at 8:00 AM, US Eastern Standard Time on Aug 03, 2023Recent Insider Transactions • Jun 20Senior VP of Finance & CFO recently sold €369k worth of stockOn the 14th of June, Jeffrey Jones sold around 10k shares on-market at roughly €36.86 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €727k.Recent Insider Transactions • May 11Independent Director recently sold €122k worth of stockOn the 8th of May, William Bendush sold around 4k shares on-market at roughly €30.51 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.공시 • May 06Cohu, Inc. Provides Sales Guidance for the Second Quarter 2023Cohu, Inc. provides sales guidance for the second quarter 2023. The company expects second quarter 2023 sales to be between $161 million and $173 million.Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.33 (vs US$0.44 in 1Q 2022)First quarter 2023 results: EPS: US$0.33 (down from US$0.44 in 1Q 2022). Revenue: US$179.4m (down 9.3% from 1Q 2022). Net income: US$15.7m (down 27% from 1Q 2022). Profit margin: 8.7% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$2.01 (vs US$3.53 in FY 2021)Full year 2022 results: EPS: US$2.01 (down from US$3.53 in FY 2021). Revenue: US$812.8m (down 8.4% from FY 2021). Net income: US$96.8m (down 42% from FY 2021). Profit margin: 12% (down from 19% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.공시 • Feb 03Cohu, Inc. to Report Q4, 2022 Results on Feb 16, 2023Cohu, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 16, 2023공시 • Jan 31Cohu, Inc. (NasdaqGS:COHU) acquired MCT Worldwide, LLC.Cohu, Inc. (NasdaqGS:COHU) acquired MCT Worldwide, LLC on January 30, 2023. MCT becomes part of Cohu’s test handler group, adding strip, film-frame and laser marking to Cohu’s product portfolio.Cohu, Inc. (NasdaqGS:COHU) completed the acqsuitiion of MCT Worldwide, LLC on January 30, 2023.Recent Insider Transactions • Nov 16Senior VP of Finance & CFO recently sold €358k worth of stockOn the 11th of November, Jeffrey Jones sold around 10k shares on-market at roughly €35.82 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €663k. This was Jeffrey's only on-market trade for the last 12 months.Recent Insider Transactions • Nov 03Insider recently sold €52k worth of stockOn the 1st of November, Ian Lawee sold around 2k shares on-market at roughly €33.44 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €182k. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.공시 • Nov 01Cohu, Inc. Appoints Andreas W. Mattes to its Board of Directors and Compensation CommitteeCohu, Inc. announced that Andreas (Andy) W. Mattes has been appointed to the Cohu Board of Directors as Class 3 director, effective November 1, 2022. Mr. Mattes will also serve on the Compensation Committee. Mr. Mattes brings to Cohu’s Board of Directors extensive experience as a global technology CEO and business executive with more than 30 years of management experience. He most recently served as President and CEO of Coherent, Inc., where he operationally transformed the company and led its $6.6 billion acquisition by II-VI Incorporated in July 2022. Prior to Coherent, Mr. Mattes was a Senior Advisor at McKinsey & Company, where he focused on advising international businesses on high-impact transformations, agile change and positioning companies for growth. Prior to that, he served as President and CEO of Diebold Nixdorf, Incorporated. Previously, he spent more than five years in executive leadership positions at Hewlett Packard, including leading worldwide sales for the technology solutions group and running the Americas enterprise services business. He spent the first 20 years of his career at Siemens AG culminating in his role as CEO of Siemens Communications Inc., USA. Mr. Mattes also serves on the board of Velodyne Lidar, Inc.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.52 (vs US$0.49 in 3Q 2021)Third quarter 2022 results: EPS: US$0.52 (up from US$0.49 in 3Q 2021). Revenue: US$206.7m (down 8.2% from 3Q 2021). Net income: US$24.9m (up 4.8% from 3Q 2021). Profit margin: 12% (up from 11% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.공시 • Oct 14Cohu, Inc. to Report Q3, 2022 Results on Oct 27, 2022Cohu, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2022Recent Insider Transactions • Aug 06VP of Corporate Development recently sold €182k worth of stockOn the 4th of August, Thomas Kampfer sold around 6k shares on-market at roughly €30.30 per share. In the last 3 months, they made an even bigger sale worth €281k. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.59 (vs US$1.96 in 2Q 2021)Second quarter 2022 results: EPS: US$0.59 (down from US$1.96 in 2Q 2021). Revenue: US$217.2m (down 11% from 2Q 2021). Net income: US$28.8m (down 70% from 2Q 2021). Profit margin: 13% (down from 39% in 2Q 2021). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is expected to shrink by 1.9% compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.공시 • Jul 29Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2022Cohu, Inc. provided sales guidance for the third quarter of 2022. For the quarter, the company expects sales to be between $198 million and $212 million.공시 • Jul 19Cohu, Inc. to Report Q2, 2022 Results on Jul 28, 2022Cohu, Inc. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Jul 28, 2022공시 • Jul 12Cohu, Inc. Provides Revenue Guidance for the Second Quarter of 2022Cohu, Inc. provided revenue guidance for the second quarter of 2022. For the period, the company expected revenue of $216 million to $218 million, higher than the guidance range mid-point of $213 million; second quarter recurring revenue is expected to be approximately 39%.Recent Insider Transactions • Jun 02VP of Corporate Development recently sold €281k worth of stockOn the 27th of May, Thomas Kampfer sold around 10k shares on-market at roughly €28.10 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Recent Insider Transactions • May 06Lead Independent Director recently sold €129k worth of stockOn the 3rd of May, Steven Bilodeau sold around 5k shares on-market at roughly €25.77 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.44 (vs US$0.63 in 1Q 2021)First quarter 2022 results: EPS: US$0.44 (down from US$0.63 in 1Q 2021). Revenue: US$197.8m (down 12% from 1Q 2021). Net income: US$21.6m (down 22% from 1Q 2021). Profit margin: 11% (down from 12% in 1Q 2021). Over the next year, revenue is expected to shrink by 1.4% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.공시 • Apr 19Cohu, Inc. to Report Q1, 2022 Results on Apr 28, 2022Cohu, Inc. announced that they will report Q1, 2022 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2022Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to €28.60, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 128% over the past three years.공시 • Feb 11Cohu, Inc. Provides Sales Guidance for the First Quarter of 2022Cohu, Inc. provided sales guidance for the first quarter of 2022. For the quarter, the company expects first quarter 2022 sales to be between $188 million and $202 million.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3,529 (up from US$0.33 loss in FY 2020). Revenue: US$887.2m (up 40% from FY 2020). Net income: US$167.3m (up US$181.2m from FY 2020). Profit margin: 19% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.9% compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 172% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.공시 • Feb 03Cohu, Inc. to Report Q4, 2021 Results on Feb 10, 2022Cohu, Inc. announced that they will report Q4, 2021 results at 4:00 PM, US Eastern Standard Time on Feb 10, 2022Recent Insider Transactions • Nov 05Independent Director recently sold €151k worth of stockOn the 2nd of November, Andrew Caggia sold around 5k shares on-market at roughly €30.22 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$0.49 (vs US$0.16 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$225.1m (up 49% from 3Q 2020). Net income: US$23.7m (up US$30.4m from 3Q 2020). Profit margin: 11% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to €31.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 37x in the Semiconductor industry in Germany. Total returns to shareholders of 33% over the past three years.Recent Insider Transactions • Aug 28Insider recently sold €107k worth of stockOn the 26th of August, Christopher Bohrson sold around 4k shares on-market at roughly €26.71 per share. In the last 3 months, there was an even bigger sale from another insider worth €148k. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.Recent Insider Transactions • Aug 14Director recently bought €79k worth of stockOn the 12th of August, Yon Jorden bought around 3k shares on-market at roughly €26.33 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €3.1m more in shares than they bought in the last 12 months.Reported Earnings • Aug 02Second quarter 2021 earnings released: EPS US$1.96 (vs US$0.11 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$244.8m (up 70% from 2Q 2020). Net income: US$95.1m (up US$99.8m from 2Q 2020). Profit margin: 39% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Aug 01Independent Director recently sold €148k worth of stockOn the 29th of July, Andrew Caggia sold around 5k shares on-market at roughly €29.56 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.공시 • Jun 28+ 1 more updateCohu, Inc.(NasdaqGS:COHU) dropped from Russell Microcap Growth IndexCohu, Inc.(NasdaqGS:COHU) dropped from Russell Microcap Growth Index공시 • Jun 25Mycronic AB (publ) (OM:MYCR) completed the acquisition of atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU).Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1 billion on May 10, 2021. The purchase consideration amounts to approximately SEK 1 billion ($125 million) on a cash and debt-free basis, subject to adjustments and will be financed through a combination of own funds and bank financing. Under the terms of the transaction, Mycronic will acquire atg Luther & Maelzer GmbH and other affiliated entities and assets related to Cohu’s Printed Circuit Board Test Group business. Following the transaction, atg will become part of Mycronic's Global Technologies division. In 2020, atg reported revenue of approximately SEK 420 million. The transaction is subject to customary closing conditions and expected to be completed by the end of June 2021. As of May 13, 2021 The Purchase Agreement has been unanimously approved by the Board of Directors of Cohu. Cohu intends to use the expected net cash proceeds of approximately SEK 788.1 to SEK 829.5 million ($95 to $100 million), after estimated transaction costs and taxes, to repay outstanding principal on its term loan facility. As of June 24, 2021, Cohu received cash proceeds of $125.4 million (SEK 1,043.1 million), subject to further potential post-closing adjustments related to a final determination of closing accounts. Cohu intends to use the net proceeds, after estimated transaction costs and taxes, to repay approximately $100 million (SEK 831.8 million) of the outstanding principal on its term loan facility. Nils Krause and Jan Meents of DLA Piper in Germany, James Chang of of DLA Piper in China, Larry Nishnick of DLA Piper in the US, Emma Norburg and Anna Berntorp of DLA Piper Swedish capital markets team acted as legal advisors for Cohu. Achim Glade of Glade Michel Wirtz acted as legal advisor to Mycronic AB. Stifel Financial Corp. acted as financial advisor to Cohu, Inc. Mycronic AB (publ) (OM:MYCR) completed the acquisition of atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) on June 24, 2021.Recent Insider Transactions • May 14Independent Director recently sold €142k worth of stockOn the 12th of May, Andrew Caggia sold around 5k shares on-market at roughly €29.21 per share. In the last 3 months, they made an even bigger sale worth €190k. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.공시 • May 11Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1.1 billion.Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1.1 billion on May 10, 2021. The purchase consideration amounts to approximately SEK 1.1 billion ($125 million) on a cash and debt-free basis, subject to adjustments and will be financed through a combination of own funds and bank financing. Under the terms of the transaction, Mycronic will acquire atg Luther & Maelzer GmbH and other affiliated entities and assets related to Cohu’s Printed Circuit Board Test Group business. Following the transaction, atg will become part of Mycronic's Global Technologies division. In 2020, atg reported revenue of approximately SEK 420 million. The transaction is subject to customary closing conditions and expected to be completed by the end of June 2021. Cohu intends to use the expected net cash proceeds of approximately SEK 788.1 to SEK 829.5 million ($95 to $100 million), after estimated transaction costs and taxes, to repay outstanding principal on its term loan facility.Reported Earnings • May 02First quarter 2021 earnings released: EPS US$0.63 (vs US$0.42 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$225.5m (up 62% from 1Q 2020). Net income: US$27.6m (up US$44.9m from 1Q 2020). Profit margin: 12% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.공시 • Apr 30Cohu, Inc. Provides Sales Guidance for the Second Quarter of Fiscal Year 2021Cohu, Inc. provided sales guidance for the second quarter of fiscal year 2021. For the quarter, the company expects sales to be between $234 million and $250 million, up 7% quarter over quarter at the mid-point of guidance.공시 • Mar 05Cohu, Inc. has completed a Follow-on Equity Offering in the amount of $202.95 million.Cohu, Inc. has completed a Follow-on Equity Offering in the amount of $202.95 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,950,000 Price\Range: $41 Discount Per Security: $1.7425Reported Earnings • Mar 03Full year 2020 earnings released: US$0.33 loss per share (vs US$1.68 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$636.0m (up 9.0% from FY 2019). Net loss: US$13.8m (loss narrowed 80% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 39%, compared to a 17% growth forecast for the Semiconductor industry in Germany.Recent Insider Transactions • Feb 23Independent Director recently sold €190k worth of stockOn the 18th of February, Andrew Caggia sold around 5k shares on-market at roughly €39.10 per share. In the last 3 months, there was an even bigger sale from another insider worth €864k. Insiders have been net sellers, collectively disposing of €3.2m more than they bought in the last 12 months.Reported Earnings • Feb 12Full year 2020 earnings released: US$0.33 loss per share (vs US$1.68 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$636.0m (up 9.0% from FY 2019). Net loss: US$13.8m (loss narrowed 80% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 37%, compared to a 17% growth forecast for the Semiconductor industry in Germany.Is New 90 Day High Low • Feb 12New 90-day high: €41.20The company is up 82% from its price of €22.60 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.98 per share.공시 • Feb 03Cohu, Inc. to Report Q4, 2020 Results on Feb 11, 2021Cohu, Inc. announced that they will report Q4, 2020 results at 8:00 AM, US Eastern Standard Time on Feb 11, 2021Is New 90 Day High Low • Jan 26New 90-day high: €40.40The company is up 168% from its price of €15.10 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 38% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.78 per share.공시 • Jan 08Cohu Introduces cRacer mmWave Interface Platform for Semiconductor TestCohu, Inc. announced the introduction of its cRacer RF interface platform for next generation mmWave device test. The cRacer contactor and probe head platform targets RF semiconductor test in the mobility contactor market, which is projected to grow from $200 million to approximately $275 million by 2023 with deployment of mmWave frequencies in smartphones and other mobile products. Cohu’s cRacer allows traditional spring probe contactors to reach greater than 54 GHz frequencies without compromising mechanical integrity or lifespan of the probes. When combined with Cohu’s PAx tester and RedDragon RF module, cRacer enables customers to achieve industry leading signal performance, accelerating time to production yield with a low cost-of-test architecture.Is New 90 Day High Low • Jan 06New 90-day high: €34.20The company is up 119% from its price of €15.60 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.51 per share.Is New 90 Day High Low • Dec 15New 90-day high: €31.60The company is up 121% from its price of €14.30 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.74 per share.Recent Insider Transactions • Dec 05President recently sold €542k worth of stockOn the 1st of December, Luis Müller sold around 22k shares on-market at roughly €24.64 per share. In the last 3 months, there was an even bigger sale from another insider worth €821k. This was Luis' only on-market trade for the last 12 months.Reported Earnings • Nov 07Third quarter 2020 earnings released: US$0.16 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2020 results: Revenue: US$150.6m (up 5.0% from 3Q 2019). Net loss: US$6.65m (loss narrowed 37% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 79% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 25%, compared to a 18% growth forecast for the Semiconductor industry in Germany.Recent Insider Transactions • Nov 07Insider recently sold €821k worth of stockOn the 3rd of November, Pascal Rondé sold around 42k shares on-market at roughly €19.60 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Is New 90 Day High Low • Nov 02New 90-day high: €18.40The company is up 14% from its price of €16.20 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.95 per share.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$44.9m, with losses narrowing by 59% from the prior year. Total revenue was US$575.7m over the last 12 months, down 5.8% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.2% at US$150.6m. Revenue is forecast to grow 25% over the next year, compared to a 19% growth forecast for the Semiconductor industry in Germany.이익 및 매출 성장 예측DB:CU3 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202876253N/A63212/31/2027677149337712/31/2026559-2316-673/28/2026481-564052N/A12/27/2025453-741132N/A9/27/2025425-73-30-10N/A6/28/2025394-87322N/A3/29/2025391-86-127N/A12/28/2024402-70-83N/A9/28/2024445-50-47N/A6/29/2024500-29619N/A3/30/2024565-25771N/A12/30/20236362885101N/A9/30/202369052110126N/A7/1/202374673120137N/A4/1/202379491110127N/A12/31/20228139798113N/A9/24/20228149699113N/A6/25/20228329596108N/A3/26/20228591618294N/A12/25/20218871678698N/A9/25/20218981617892N/A6/26/20218231315672N/A3/27/2021723311838N/A12/26/2020636-143150N/A9/26/2020576-452442N/A6/27/2020569-491835N/A3/28/2020574-641430N/A12/28/2019583-69N/A17N/A9/28/2019612-110N/A9N/A6/29/2019555-94N/A24N/A3/30/2019504-63N/A48N/A12/29/2018452-32N/A34N/A9/29/201836531N/A45N/A6/30/201837335N/A48N/A3/31/201836734N/A38N/A12/30/201735333N/A40N/A9/30/201733929N/A30N/A6/24/201731520N/A16N/A3/25/201729712N/A19N/A12/31/20162823N/A25N/A9/24/20162753N/A15N/A6/25/20162734N/A24N/A3/26/20162726N/A16N/A12/26/20152706N/A21N/A9/26/20152979N/A39N/A6/27/201532117N/A24N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CU3 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: CU3 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: CU3 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: CU3 의 수익(연간 17.2%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: CU3 의 수익(연간 17.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CU3의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 09:24종가2026/05/22 00:00수익2026/03/28연간 수익2025/12/27데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cohu, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Craig EllisB. Riley Securities, Inc.Richard RyanColliers SecuritiesChristian SchwabCraig-Hallum Capital Group LLC8명의 분석가 더 보기
공시 • May 03Cohu, Inc. Provides Earnings Guidance for the Second Quarter 2026Cohu, Inc. provided earnings guidance for the second quarter 2026. Company expects second quarter 2026 sales to be in a range of $144 million +/- $7 million.
공시 • Feb 13Cohu, Inc. Provides Earnings Guidance for the First Quarter 2026Cohu, Inc. provided earnings guidance for the first quarter 2026. For the year, the company expects first quarter 2026 sales to be in a range of $122 million +/- $7 million.
공시 • Oct 30Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2025Cohu, Inc. provided sales guidance for the fourth quarter of 2025. The company expects fourth quarter 2025 sales to be in a range of $122 million +/- $7 million.
공시 • Aug 01Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2025Cohu, Inc. provided sales guidance for the third quarter of 2025. For the period, the company expects sales to be in a range of $125 million +/- $7 million.
공시 • May 02Cohu, Inc. Provides Sales Guidance for the Second Quarter of 2025Cohu, Inc. provided sales guidance for the second quarter of 2025. For the period, the company expected sales to be in a range of $106 million +/- $7 million.
공시 • Feb 15Cohu, Inc. Provides Earnings Guidance for the First Quarter 2025Cohu, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects sales to be in a range of $97 million +/- $7 million.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Karen Rapp was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • May 03Cohu, Inc. Provides Earnings Guidance for the Second Quarter 2026Cohu, Inc. provided earnings guidance for the second quarter 2026. Company expects second quarter 2026 sales to be in a range of $144 million +/- $7 million.
공시 • Apr 17Cohu, Inc. to Report Q1, 2026 Results on Apr 30, 2026Cohu, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026
공시 • Apr 02Cohu Announces $30 Million Follow-On Orders for Eclipse Platform with Active Thermal Control for High-Performance Computing Processor TestingCohu, Inc. announced that two customers have placed follow-on orders totaling $30 million for the Eclipse platform configured with active thermal control for testing of next generation high-performance computing (HPC) processors. The orders, which are expected to be delivered over the next couple of quarters, expand Cohu’s presence in the fast-growing HPC market and reflect rising demand for scalable, high performance test solutions as processor complexity, power density and thermal constraints continue to increase. Within these follow-on orders, one customer is subscribing to Cohu’s PAICe Prescriptive software analytics – worth a potential of $330 thousand in annual subscription fees – to help drive higher overall equipment efficiency (OEE) in production at its outsourced semiconductor assembly and test (OSAT) partner. PAICe Prescriptive continuously analyzes equipment signals and behavior patterns to predict issues before they impact production and provides guided repair recommendations to reduce troubleshooting time, improve productivity and lower mean time to repair (MTTR).
공시 • Mar 24Cohu, Inc., Annual General Meeting, May 15, 2026Cohu, Inc., Annual General Meeting, May 15, 2026.
공시 • Feb 13Cohu, Inc. Provides Earnings Guidance for the First Quarter 2026Cohu, Inc. provided earnings guidance for the first quarter 2026. For the year, the company expects first quarter 2026 sales to be in a range of $122 million +/- $7 million.
공시 • Feb 05Cohu, Inc. to Report Q4, 2025 Results on Feb 12, 2026Cohu, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026
공시 • Oct 30Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2025Cohu, Inc. provided sales guidance for the fourth quarter of 2025. The company expects fourth quarter 2025 sales to be in a range of $122 million +/- $7 million.
공시 • Oct 17Cohu, Inc. to Report Q3, 2025 Results on Oct 29, 2025Cohu, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 29, 2025
공시 • Aug 01Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2025Cohu, Inc. provided sales guidance for the third quarter of 2025. For the period, the company expects sales to be in a range of $125 million +/- $7 million.
공시 • Jul 18Cohu, Inc. to Report Q2, 2025 Results on Jul 31, 2025Cohu, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2025
공시 • May 02Cohu, Inc. Provides Sales Guidance for the Second Quarter of 2025Cohu, Inc. provided sales guidance for the second quarter of 2025. For the period, the company expected sales to be in a range of $106 million +/- $7 million.
공시 • Apr 18Cohu, Inc. to Report Q1, 2025 Results on May 01, 2025Cohu, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 01, 2025
공시 • Apr 04Cohu, Inc., Annual General Meeting, May 16, 2025Cohu, Inc., Annual General Meeting, May 16, 2025.
공시 • Feb 15Cohu, Inc. Provides Earnings Guidance for the First Quarter 2025Cohu, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects sales to be in a range of $97 million +/- $7 million.
공시 • Feb 11Cohu, Inc. to Report Q4, 2024 Results on Feb 13, 2025Cohu, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 13, 2025
공시 • Jan 09Cohu, Inc. (NasdaqGS:COHU) completed the acquisition of Tignis, Inc.Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc. on December 16, 2024. The acquisition will be funded with cash on hand. The transaction is expected to close in January 2025. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor to Cohu, Inc. Cohu, Inc. (NasdaqGS:COHU) completed the acquisition of Tignis, Inc. on January 7, 2025.
공시 • Dec 17Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc.Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc. on December 16, 2024. The acquisition will be funded with cash on hand. The transaction is expected to close in January 2025.
Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.39 loss per share (vs US$0.082 profit in 3Q 2023)Third quarter 2024 results: US$0.39 loss per share (down from US$0.082 profit in 3Q 2023). Revenue: US$95.3m (down 37% from 3Q 2023). Net loss: US$18.1m (down US$22.0m from profit in 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
공시 • Oct 18Cohu, Inc. to Report Q3, 2024 Results on Oct 31, 2024Cohu, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2024
Reported Earnings • Aug 02Second quarter 2024 earnings released: US$0.34 loss per share (vs US$0.22 profit in 2Q 2023)Second quarter 2024 results: US$0.34 loss per share (down from US$0.22 profit in 2Q 2023). Revenue: US$104.7m (down 38% from 2Q 2023). Net loss: US$15.8m (down 249% from profit in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
공시 • Jul 17Cohu, Inc. to Report Q2, 2024 Results on Jul 31, 2024Cohu, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2024
Recent Insider Transactions • May 15Lead Independent Director recently sold €215k worth of stockOn the 10th of May, Steven Bilodeau sold around 8k shares on-market at roughly €27.00 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €744k more than they bought in the last 12 months.
Reported Earnings • May 03First quarter 2024 earnings released: US$0.31 loss per share (vs US$0.33 profit in 1Q 2023)First quarter 2024 results: US$0.31 loss per share (down from US$0.33 profit in 1Q 2023). Revenue: US$107.6m (down 40% from 1Q 2023). Net loss: US$14.6m (down 193% from profit in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Apr 26Now 20% overvaluedOver the last 90 days, the stock has fallen 8.9% to €28.60. The fair value is estimated to be €23.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.
공시 • Apr 23Cohu, Inc., Annual General Meeting, Jun 05, 2024Cohu, Inc., Annual General Meeting, Jun 05, 2024, at 13:00 Pacific Standard Time. Agenda: To consider election of three; Class 2 directors, for a term of three years each; to consider advisory vote to approve our Named Executive Officer compensation, or Say-on-Pay; to approve an amendment to our Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of Officers; to consider ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for fiscal year 2024; and to consider transaction of other business as may properly come before the annual meeting.
공시 • Apr 20Cohu, Inc. to Report Q1, 2024 Results on May 02, 2024Cohu, Inc. announced that they will report Q1, 2024 results at 1:00 PM, Pacific Standard Time on May 02, 2024
Buy Or Sell Opportunity • Apr 10Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €30.20. The fair value is estimated to be €24.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.
Buy Or Sell Opportunity • Mar 22Now 21% overvaluedOver the last 90 days, the stock has fallen 9.1% to €29.00. The fair value is estimated to be €23.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.
Buy Or Sell Opportunity • Feb 24Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €29.80. The fair value is estimated to be €24.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.
New Risk • Feb 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (4.4% net profit margin).
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.59 (vs US$2.01 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$2.01 in FY 2022). Revenue: US$636.3m (down 22% from FY 2022). Net income: US$28.2m (down 71% from FY 2022). Profit margin: 4.4% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.
New Risk • Jan 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 22% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 22% per year for the foreseeable future. Minor Risks Profit margins are more than 30% lower than last year (7.5% net profit margin). Profit margins are more than 30% lower than last year (7.5% net profit margin).
공시 • Jan 29Cohu, Inc. Provides Revenue Guidance for the Fourth Quarter 2023 and First Quarter 2024Cohu, Inc. provided revenue guidance for the fourth quarter 2023 and first quarter 2024. For the fourth quarter 2023, company expects revenue in-line with guidance at approximately $137 million.For the first quarter 2024, company expects revenue to be approximately 20% lower than fourth quarter 2023.
공시 • Nov 03Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2023Cohu, Inc. provided sales guidance for the fourth quarter of 2023. The company expects third quarter 2023 sales to be in a range of $136 million +/- $6 million.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.082 (vs US$0.52 in 3Q 2022)Third quarter 2023 results: EPS: US$0.082 (down from US$0.52 in 3Q 2022). Revenue: US$150.8m (down 27% from 3Q 2022). Net income: US$3.92m (down 84% from 3Q 2022). Profit margin: 2.6% (down from 12% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Oct 20Cohu, Inc. to Report Q3, 2023 Results on Nov 02, 2023Cohu, Inc. announced that they will report Q3, 2023 results at 4:00 PM, Eastern Standard Time on Nov 02, 2023
New Risk • Aug 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€923k sold).
공시 • Aug 04Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2023Cohu, Inc. provided sales guidance for the third quarter of 2023. The company expects third quarter 2023 sales to be approximately $150 million.
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$0.22 (vs US$0.59 in 2Q 2022)Second quarter 2023 results: EPS: US$0.22 (down from US$0.59 in 2Q 2022). Revenue: US$168.9m (down 22% from 2Q 2022). Net income: US$10.6m (down 63% from 2Q 2022). Profit margin: 6.3% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
공시 • Jul 23Cohu, Inc. to Report Q2, 2023 Results on Aug 03, 2023Cohu, Inc. announced that they will report Q2, 2023 results at 8:00 AM, US Eastern Standard Time on Aug 03, 2023
Recent Insider Transactions • Jun 20Senior VP of Finance & CFO recently sold €369k worth of stockOn the 14th of June, Jeffrey Jones sold around 10k shares on-market at roughly €36.86 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €727k.
Recent Insider Transactions • May 11Independent Director recently sold €122k worth of stockOn the 8th of May, William Bendush sold around 4k shares on-market at roughly €30.51 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.
공시 • May 06Cohu, Inc. Provides Sales Guidance for the Second Quarter 2023Cohu, Inc. provides sales guidance for the second quarter 2023. The company expects second quarter 2023 sales to be between $161 million and $173 million.
Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.33 (vs US$0.44 in 1Q 2022)First quarter 2023 results: EPS: US$0.33 (down from US$0.44 in 1Q 2022). Revenue: US$179.4m (down 9.3% from 1Q 2022). Net income: US$15.7m (down 27% from 1Q 2022). Profit margin: 8.7% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$2.01 (vs US$3.53 in FY 2021)Full year 2022 results: EPS: US$2.01 (down from US$3.53 in FY 2021). Revenue: US$812.8m (down 8.4% from FY 2021). Net income: US$96.8m (down 42% from FY 2021). Profit margin: 12% (down from 19% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
공시 • Feb 03Cohu, Inc. to Report Q4, 2022 Results on Feb 16, 2023Cohu, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 16, 2023
공시 • Jan 31Cohu, Inc. (NasdaqGS:COHU) acquired MCT Worldwide, LLC.Cohu, Inc. (NasdaqGS:COHU) acquired MCT Worldwide, LLC on January 30, 2023. MCT becomes part of Cohu’s test handler group, adding strip, film-frame and laser marking to Cohu’s product portfolio.Cohu, Inc. (NasdaqGS:COHU) completed the acqsuitiion of MCT Worldwide, LLC on January 30, 2023.
Recent Insider Transactions • Nov 16Senior VP of Finance & CFO recently sold €358k worth of stockOn the 11th of November, Jeffrey Jones sold around 10k shares on-market at roughly €35.82 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €663k. This was Jeffrey's only on-market trade for the last 12 months.
Recent Insider Transactions • Nov 03Insider recently sold €52k worth of stockOn the 1st of November, Ian Lawee sold around 2k shares on-market at roughly €33.44 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €182k. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.
공시 • Nov 01Cohu, Inc. Appoints Andreas W. Mattes to its Board of Directors and Compensation CommitteeCohu, Inc. announced that Andreas (Andy) W. Mattes has been appointed to the Cohu Board of Directors as Class 3 director, effective November 1, 2022. Mr. Mattes will also serve on the Compensation Committee. Mr. Mattes brings to Cohu’s Board of Directors extensive experience as a global technology CEO and business executive with more than 30 years of management experience. He most recently served as President and CEO of Coherent, Inc., where he operationally transformed the company and led its $6.6 billion acquisition by II-VI Incorporated in July 2022. Prior to Coherent, Mr. Mattes was a Senior Advisor at McKinsey & Company, where he focused on advising international businesses on high-impact transformations, agile change and positioning companies for growth. Prior to that, he served as President and CEO of Diebold Nixdorf, Incorporated. Previously, he spent more than five years in executive leadership positions at Hewlett Packard, including leading worldwide sales for the technology solutions group and running the Americas enterprise services business. He spent the first 20 years of his career at Siemens AG culminating in his role as CEO of Siemens Communications Inc., USA. Mr. Mattes also serves on the board of Velodyne Lidar, Inc.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.52 (vs US$0.49 in 3Q 2021)Third quarter 2022 results: EPS: US$0.52 (up from US$0.49 in 3Q 2021). Revenue: US$206.7m (down 8.2% from 3Q 2021). Net income: US$24.9m (up 4.8% from 3Q 2021). Profit margin: 12% (up from 11% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
공시 • Oct 14Cohu, Inc. to Report Q3, 2022 Results on Oct 27, 2022Cohu, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2022
Recent Insider Transactions • Aug 06VP of Corporate Development recently sold €182k worth of stockOn the 4th of August, Thomas Kampfer sold around 6k shares on-market at roughly €30.30 per share. In the last 3 months, they made an even bigger sale worth €281k. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.59 (vs US$1.96 in 2Q 2021)Second quarter 2022 results: EPS: US$0.59 (down from US$1.96 in 2Q 2021). Revenue: US$217.2m (down 11% from 2Q 2021). Net income: US$28.8m (down 70% from 2Q 2021). Profit margin: 13% (down from 39% in 2Q 2021). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is expected to shrink by 1.9% compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
공시 • Jul 29Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2022Cohu, Inc. provided sales guidance for the third quarter of 2022. For the quarter, the company expects sales to be between $198 million and $212 million.
공시 • Jul 19Cohu, Inc. to Report Q2, 2022 Results on Jul 28, 2022Cohu, Inc. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Jul 28, 2022
공시 • Jul 12Cohu, Inc. Provides Revenue Guidance for the Second Quarter of 2022Cohu, Inc. provided revenue guidance for the second quarter of 2022. For the period, the company expected revenue of $216 million to $218 million, higher than the guidance range mid-point of $213 million; second quarter recurring revenue is expected to be approximately 39%.
Recent Insider Transactions • Jun 02VP of Corporate Development recently sold €281k worth of stockOn the 27th of May, Thomas Kampfer sold around 10k shares on-market at roughly €28.10 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Recent Insider Transactions • May 06Lead Independent Director recently sold €129k worth of stockOn the 3rd of May, Steven Bilodeau sold around 5k shares on-market at roughly €25.77 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.44 (vs US$0.63 in 1Q 2021)First quarter 2022 results: EPS: US$0.44 (down from US$0.63 in 1Q 2021). Revenue: US$197.8m (down 12% from 1Q 2021). Net income: US$21.6m (down 22% from 1Q 2021). Profit margin: 11% (down from 12% in 1Q 2021). Over the next year, revenue is expected to shrink by 1.4% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
공시 • Apr 19Cohu, Inc. to Report Q1, 2022 Results on Apr 28, 2022Cohu, Inc. announced that they will report Q1, 2022 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2022
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to €28.60, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 128% over the past three years.
공시 • Feb 11Cohu, Inc. Provides Sales Guidance for the First Quarter of 2022Cohu, Inc. provided sales guidance for the first quarter of 2022. For the quarter, the company expects first quarter 2022 sales to be between $188 million and $202 million.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3,529 (up from US$0.33 loss in FY 2020). Revenue: US$887.2m (up 40% from FY 2020). Net income: US$167.3m (up US$181.2m from FY 2020). Profit margin: 19% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.9% compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 172% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
공시 • Feb 03Cohu, Inc. to Report Q4, 2021 Results on Feb 10, 2022Cohu, Inc. announced that they will report Q4, 2021 results at 4:00 PM, US Eastern Standard Time on Feb 10, 2022
Recent Insider Transactions • Nov 05Independent Director recently sold €151k worth of stockOn the 2nd of November, Andrew Caggia sold around 5k shares on-market at roughly €30.22 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$0.49 (vs US$0.16 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$225.1m (up 49% from 3Q 2020). Net income: US$23.7m (up US$30.4m from 3Q 2020). Profit margin: 11% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to €31.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 37x in the Semiconductor industry in Germany. Total returns to shareholders of 33% over the past three years.
Recent Insider Transactions • Aug 28Insider recently sold €107k worth of stockOn the 26th of August, Christopher Bohrson sold around 4k shares on-market at roughly €26.71 per share. In the last 3 months, there was an even bigger sale from another insider worth €148k. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 14Director recently bought €79k worth of stockOn the 12th of August, Yon Jorden bought around 3k shares on-market at roughly €26.33 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €3.1m more in shares than they bought in the last 12 months.
Reported Earnings • Aug 02Second quarter 2021 earnings released: EPS US$1.96 (vs US$0.11 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$244.8m (up 70% from 2Q 2020). Net income: US$95.1m (up US$99.8m from 2Q 2020). Profit margin: 39% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Aug 01Independent Director recently sold €148k worth of stockOn the 29th of July, Andrew Caggia sold around 5k shares on-market at roughly €29.56 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.
공시 • Jun 28+ 1 more updateCohu, Inc.(NasdaqGS:COHU) dropped from Russell Microcap Growth IndexCohu, Inc.(NasdaqGS:COHU) dropped from Russell Microcap Growth Index
공시 • Jun 25Mycronic AB (publ) (OM:MYCR) completed the acquisition of atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU).Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1 billion on May 10, 2021. The purchase consideration amounts to approximately SEK 1 billion ($125 million) on a cash and debt-free basis, subject to adjustments and will be financed through a combination of own funds and bank financing. Under the terms of the transaction, Mycronic will acquire atg Luther & Maelzer GmbH and other affiliated entities and assets related to Cohu’s Printed Circuit Board Test Group business. Following the transaction, atg will become part of Mycronic's Global Technologies division. In 2020, atg reported revenue of approximately SEK 420 million. The transaction is subject to customary closing conditions and expected to be completed by the end of June 2021. As of May 13, 2021 The Purchase Agreement has been unanimously approved by the Board of Directors of Cohu. Cohu intends to use the expected net cash proceeds of approximately SEK 788.1 to SEK 829.5 million ($95 to $100 million), after estimated transaction costs and taxes, to repay outstanding principal on its term loan facility. As of June 24, 2021, Cohu received cash proceeds of $125.4 million (SEK 1,043.1 million), subject to further potential post-closing adjustments related to a final determination of closing accounts. Cohu intends to use the net proceeds, after estimated transaction costs and taxes, to repay approximately $100 million (SEK 831.8 million) of the outstanding principal on its term loan facility. Nils Krause and Jan Meents of DLA Piper in Germany, James Chang of of DLA Piper in China, Larry Nishnick of DLA Piper in the US, Emma Norburg and Anna Berntorp of DLA Piper Swedish capital markets team acted as legal advisors for Cohu. Achim Glade of Glade Michel Wirtz acted as legal advisor to Mycronic AB. Stifel Financial Corp. acted as financial advisor to Cohu, Inc. Mycronic AB (publ) (OM:MYCR) completed the acquisition of atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) on June 24, 2021.
Recent Insider Transactions • May 14Independent Director recently sold €142k worth of stockOn the 12th of May, Andrew Caggia sold around 5k shares on-market at roughly €29.21 per share. In the last 3 months, they made an even bigger sale worth €190k. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.
공시 • May 11Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1.1 billion.Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1.1 billion on May 10, 2021. The purchase consideration amounts to approximately SEK 1.1 billion ($125 million) on a cash and debt-free basis, subject to adjustments and will be financed through a combination of own funds and bank financing. Under the terms of the transaction, Mycronic will acquire atg Luther & Maelzer GmbH and other affiliated entities and assets related to Cohu’s Printed Circuit Board Test Group business. Following the transaction, atg will become part of Mycronic's Global Technologies division. In 2020, atg reported revenue of approximately SEK 420 million. The transaction is subject to customary closing conditions and expected to be completed by the end of June 2021. Cohu intends to use the expected net cash proceeds of approximately SEK 788.1 to SEK 829.5 million ($95 to $100 million), after estimated transaction costs and taxes, to repay outstanding principal on its term loan facility.
Reported Earnings • May 02First quarter 2021 earnings released: EPS US$0.63 (vs US$0.42 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$225.5m (up 62% from 1Q 2020). Net income: US$27.6m (up US$44.9m from 1Q 2020). Profit margin: 12% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
공시 • Apr 30Cohu, Inc. Provides Sales Guidance for the Second Quarter of Fiscal Year 2021Cohu, Inc. provided sales guidance for the second quarter of fiscal year 2021. For the quarter, the company expects sales to be between $234 million and $250 million, up 7% quarter over quarter at the mid-point of guidance.
공시 • Mar 05Cohu, Inc. has completed a Follow-on Equity Offering in the amount of $202.95 million.Cohu, Inc. has completed a Follow-on Equity Offering in the amount of $202.95 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,950,000 Price\Range: $41 Discount Per Security: $1.7425
Reported Earnings • Mar 03Full year 2020 earnings released: US$0.33 loss per share (vs US$1.68 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$636.0m (up 9.0% from FY 2019). Net loss: US$13.8m (loss narrowed 80% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 39%, compared to a 17% growth forecast for the Semiconductor industry in Germany.
Recent Insider Transactions • Feb 23Independent Director recently sold €190k worth of stockOn the 18th of February, Andrew Caggia sold around 5k shares on-market at roughly €39.10 per share. In the last 3 months, there was an even bigger sale from another insider worth €864k. Insiders have been net sellers, collectively disposing of €3.2m more than they bought in the last 12 months.
Reported Earnings • Feb 12Full year 2020 earnings released: US$0.33 loss per share (vs US$1.68 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$636.0m (up 9.0% from FY 2019). Net loss: US$13.8m (loss narrowed 80% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 37%, compared to a 17% growth forecast for the Semiconductor industry in Germany.
Is New 90 Day High Low • Feb 12New 90-day high: €41.20The company is up 82% from its price of €22.60 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.98 per share.
공시 • Feb 03Cohu, Inc. to Report Q4, 2020 Results on Feb 11, 2021Cohu, Inc. announced that they will report Q4, 2020 results at 8:00 AM, US Eastern Standard Time on Feb 11, 2021
Is New 90 Day High Low • Jan 26New 90-day high: €40.40The company is up 168% from its price of €15.10 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 38% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.78 per share.
공시 • Jan 08Cohu Introduces cRacer mmWave Interface Platform for Semiconductor TestCohu, Inc. announced the introduction of its cRacer RF interface platform for next generation mmWave device test. The cRacer contactor and probe head platform targets RF semiconductor test in the mobility contactor market, which is projected to grow from $200 million to approximately $275 million by 2023 with deployment of mmWave frequencies in smartphones and other mobile products. Cohu’s cRacer allows traditional spring probe contactors to reach greater than 54 GHz frequencies without compromising mechanical integrity or lifespan of the probes. When combined with Cohu’s PAx tester and RedDragon RF module, cRacer enables customers to achieve industry leading signal performance, accelerating time to production yield with a low cost-of-test architecture.
Is New 90 Day High Low • Jan 06New 90-day high: €34.20The company is up 119% from its price of €15.60 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.51 per share.
Is New 90 Day High Low • Dec 15New 90-day high: €31.60The company is up 121% from its price of €14.30 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.74 per share.
Recent Insider Transactions • Dec 05President recently sold €542k worth of stockOn the 1st of December, Luis Müller sold around 22k shares on-market at roughly €24.64 per share. In the last 3 months, there was an even bigger sale from another insider worth €821k. This was Luis' only on-market trade for the last 12 months.
Reported Earnings • Nov 07Third quarter 2020 earnings released: US$0.16 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2020 results: Revenue: US$150.6m (up 5.0% from 3Q 2019). Net loss: US$6.65m (loss narrowed 37% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 79% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 25%, compared to a 18% growth forecast for the Semiconductor industry in Germany.
Recent Insider Transactions • Nov 07Insider recently sold €821k worth of stockOn the 3rd of November, Pascal Rondé sold around 42k shares on-market at roughly €19.60 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Is New 90 Day High Low • Nov 02New 90-day high: €18.40The company is up 14% from its price of €16.20 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.95 per share.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$44.9m, with losses narrowing by 59% from the prior year. Total revenue was US$575.7m over the last 12 months, down 5.8% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.2% at US$150.6m. Revenue is forecast to grow 25% over the next year, compared to a 19% growth forecast for the Semiconductor industry in Germany.